Mz Capital, LLC

Mz Capital, LLC (CRD# 134726) is a financial advisory firm headquartered in , . They manage $132,361,225 in 450 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.linkedin.com/company/2257474/
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $294,136
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MD, TX, VA

Financial Advisors at Mz Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Schwartz, financial advisor Bethesda MD
Michael C. Schwartz
CRD#: 2240459
Bethesda, MD

Michael Schwartz (CRD# 2240459) is an Investment Advisor Representative working at Mz Capital, LLC in Bethesda, MD and has over 17 years of experience in the finance industry.

2
Taro Taguchi, financial advisor Bethesda MD
Taro Taguchi
CRD#: 6743337
Bethesda, MD

Taro Taguchi (CRD# 6743337) is an Investment Advisor Representative working at Mz Capital, LLC in Bethesda, MD and has over 7 years of experience in the finance industry.

3
Jiaxuan Zhuang, financial advisor Bethesda MD
Jiaxuan Zhuang
CRD#: 3231950
Bethesda, MD

Jiaxuan Zhuang (CRD# 3231950) is an Investment Advisor Representative working at Mz Capital, LLC in Bethesda, MD and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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